Union Heritage Capital LLC Has $1.44 Million Holdings in UnitedHealth Group Incorporated $UNH

Union Heritage Capital LLC lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 55.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,178 shares of the healthcare conglomerate’s stock after selling 5,300 shares during the quarter. Union Heritage Capital LLC’s holdings in UnitedHealth Group were worth $1,443,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of UNH. Vantage Investment Partners LLC boosted its position in UnitedHealth Group by 7.5% during the third quarter. Vantage Investment Partners LLC now owns 311,516 shares of the healthcare conglomerate’s stock valued at $107,566,000 after purchasing an additional 21,820 shares during the last quarter. Coign Capital Advisors LLC grew its stake in shares of UnitedHealth Group by 61.0% in the 3rd quarter. Coign Capital Advisors LLC now owns 2,159 shares of the healthcare conglomerate’s stock valued at $746,000 after buying an additional 818 shares in the last quarter. Ridgewood Investments LLC raised its position in UnitedHealth Group by 227.0% during the third quarter. Ridgewood Investments LLC now owns 1,671 shares of the healthcare conglomerate’s stock valued at $577,000 after acquiring an additional 1,160 shares in the last quarter. Quadrant Private Wealth Management LLC grew its position in UnitedHealth Group by 14.2% in the third quarter. Quadrant Private Wealth Management LLC now owns 1,220 shares of the healthcare conglomerate’s stock worth $421,000 after acquiring an additional 152 shares in the last quarter. Finally, Strs Ohio lifted its stake in shares of UnitedHealth Group by 3.4% in the 3rd quarter. Strs Ohio now owns 528,516 shares of the healthcare conglomerate’s stock valued at $182,497,000 after purchasing an additional 17,450 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Barclays raised their target price on UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a report on Monday, January 5th. JPMorgan Chase & Co. upped their target price on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research report on Thursday, October 9th. TD Cowen lifted their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research report on Thursday, October 30th. Leerink Partners set a $410.00 target price on shares of UnitedHealth Group and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Finally, Sanford C. Bernstein upped their price target on shares of UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $385.75.

More UnitedHealth Group News

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Mizuho Securities reiterated a Buy on UNH and kept its $430 price target, citing optimism ahead of the Medicare Advantage 2027 advance notice — a vote of confidence that supports upside expectations. Mizuho Securities Remains Positive on UnitedHealth Group Amid the Upcoming Medicare Advantage 2027 Advance Notice
• Positive Sentiment: UNH recently outperformed the broader market in late trading sessions, reflecting short-term investor demand as the company approaches key disclosures. UnitedHealth Group (UNH) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: UnitedHealth said it will rebate 2026 ACA-plan profits to customers — a move that eases regulatory/political pressure but may reduce near‑term earnings; investors are parsing the tradeoff. UnitedHealth to offer rebates to its Obamacare customers
• Neutral Sentiment: Coverage highlights investor focus on the Jan. 27 cadence — many analysts and outlets urge waiting for the company’s full Q4/2025 detail before making material moves. Dear UnitedHealth Stock Fans, Mark Your Calendars for January 27
• Negative Sentiment: Analysts warn of margin pressure: Zacks flags rising medical costs and a higher medical cost ratio as a potential earnings headwind heading into Q4 results. Buying UnitedHealth Before Q4 Earnings? Cost Pressures a Red Flag
• Negative Sentiment: UnitedHealth, CVS and other insurers faced tough questioning from Congress on affordability — increased regulatory scrutiny could pressure future policy and margins. UnitedHealth and CVS Get Grilled on Affordability by Congress
• Negative Sentiment: Several opinion pieces and analysts advise caution ahead of Jan. 27 (including a Fool piece and commentary from TV personalities favoring peers), signaling near-term skepticism among some market voices. Don’t Buy UnitedHealth Group Stock Before Jan. 27

UnitedHealth Group Stock Performance

NYSE UNH opened at $354.74 on Friday. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. The company’s fifty day moving average is $331.37 and its two-hundred day moving average is $322.96. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The firm has a market capitalization of $321.34 billion, a price-to-earnings ratio of 18.51, a P/E/G ratio of 2.10 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The business had revenue of $113.16 billion for the quarter, compared to the consensus estimate of $113.19 billion. During the same period last year, the business earned $7.15 earnings per share. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. Equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were paid a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. UnitedHealth Group’s dividend payout ratio is currently 46.14%.

UnitedHealth Group Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.